而在6月底时，光伏组件曾跌至约0.66元/W。多名经销商告诉记者，本轮缺货涨价与上半年的"抢装 潮"的原因不同："抢装潮"时期主要因下游需求旺盛且需短时间交货，而本轮下游组件需求并没有明显 增加，涨价核心源于"反内卷"背景下上游多晶硅原料涨价，叠加部分型号厂商产能较小、无法及时交 货。 综合记者咨询的多家头部光伏组件经销商，目前一线组件企业组件对外报价已达0.7元/W，且出现缺货 现象，缺货型号主要集中在710W大版型组件。 ...

Core Viewpoint - The photovoltaic (PV) module market is experiencing shortages and price increases in August, following a surge in demand earlier in the year due to policy changes, with current prices reaching 0.7 yuan/W for first-tier components [1] Group 1: Market Dynamics - The price of PV modules has risen from approximately 0.66 yuan/W at the end of June to 0.7 yuan/W in August, indicating a significant price increase [1] - The current shortage is primarily in the 710W large-format modules, with only a few manufacturers like Tongwei Co. and Trina Solar having stock available at 0.685 yuan/W [1] Group 2: Demand and Supply Factors - The recent price increase is attributed to rising costs of upstream polysilicon materials rather than a significant increase in downstream demand, contrasting with the earlier "rush installation" period driven by high demand [1] - Some manufacturers are facing capacity constraints, which affects their ability to deliver products in a timely manner, contributing to the current market shortages [1]